See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,389 | $148,534-85.6% | $135,903-84.3% | $139,434-84.7% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 35.86% | 79.19%-43.3pp | 68.23%-32.4pp | 372.94%-337.1pp |
| Employer contribution / active EE | $2,854 | $5,243-45.6% | $4,856-41.2% | $4,751-39.9% |
| Participant deferral / active EE | $8,500 | $8,100+4.9% | $7,758+9.6% | $6,710+26.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |